Built for tech professionals, entrepreneurs, and households earning $150K+
We work with you to build a personalized financial strategy—then automate the repetitive money movements, while our experts monitor the nuances of your plan.
Focus on Your Career, We'll Optimize the Rest
As a Big Tech professional, you have access to generous equity programs and employer benefits—but without a strategy, you could be leaving hundreds of thousands or even millions on the table. Fifr helps you build a personalized equity and tax plan, reduce portfolio concentration risk, and take full advantage of every financial lever—so you can stay focused on doing what you do best while we keep you optimized.
Equity & Tax Optimization
Automate smart decisions around RSUs, stock purchase plans, and all equity decisions to minimize taxes and manage portfolio risk—without the mental overhead.
Benefits Maximization
From mega backdoor Roths to HSAs, we help you capitalize on the powerful (and often overlooked) benefits your employer offers.
Investment Automation
Invest strategically, stay tax-efficient, and build long-term wealth while keeping funds accessible for near-term needs.
Take Calculated Risks, not Unnecessary Ones
Working at a startup offers big upside—especially if you have a plan. Between ISOs, NSOs, and private stock, equity decisions can be confusing and stressful without the right strategy. Fifr’s equity experts help you navigate your compensation, manage risk, and invest with clarity—so you can focus on building the next best thing without second-guessing your finances.
Equity & Tax Optimization
Create a personalized, tax-efficient plan for your ISOs, NSOs, and private shares so you’re ready to act when opportunity strikes. We’ll help you understand what your equity is worth, when to exercise, and how to reduce your taxes.
Intelligent Risk Management
Startups are inherently risky—your personal finances shouldn’t be. We help you diversify, manage portfolio concentration risk, and avoid overexposure so you don’t have all your eggs in one basket.
Investment Automation
Invest strategically, stay tax-efficient, and build long-term wealth while keeping funds accessible for near-term needs.
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You Know the Power of Investing, We Know You're Busy
Working in this industry, you're already deep in financial strategy. But when it comes to your personal finances, delegation can be the smartest move. Fifr helps you automate the tedious, optimize the strategic, and keep your plan moving—so you can focus on the big picture.
Advanced Tax Planning
You understand tax drag—now let’s eliminate it. From advantaged account optimization to tax-loss harvesting, we execute strategies that maximize after-tax returns without the busywork.
Discretionary Management
Skip the pre-clearance headaches. With Fifr as your discretionary manager, you can maintain a smart, tax-efficient investment strategy without triggering compliance hurdles so your portfolio stays active, aligned, and unburdened.
Finance-Focused Tax Filing
From K-1s to multi-state filings, we’ve seen it all. Fifr integrates your financial plan with your tax prep so you’re not stuck explaining your strategy to a new CPA or chasing down paperwork each year.
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Focus on Your Mission. Ours is Optimizing Your Money.
As an entrepreneur, you have access to unique tax strategies and planning opportunities that shouldn’t be left on the table. But building a business means juggling endless responsibilities and personal finances often get deprioritized. Fifr helps you take full advantage of those opportunities while managing the cash flow complexity that comes with self-employment. We keep your financial life streamlined, tax-efficient, and built to scale with your business.
Self-Employed Tax Advantages
We help you set up and optimize powerful tools—like Solo 401(k)s and S-Corp salary strategies—to reduce your tax bill and accelerate long-term wealth.
Investment Automation
Invest strategically, stay tax-efficient, and build long-term wealth while keeping funds available for the dynamic needs of your business and life.
Variable Cash Flow Management
When your income isn’t a steady paycheck, your financial plan needs to flex. Fifr adapts to manage uneven cash flow, build appropriate reserves, and invest with a strategy that balances long-term growth with short-term liquidity.
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